SHWETA VAGHELA

TJSB BANK

08.2017 - 01.2024

Manage 500+ new and existing customers by helping them open and customize new checking, savings accounts and signing authority changes for accuracy and completion of AML and KYC information compliance in line with business specific procedures
Always identify opportunities to implement digital enablement to drive solutions and retain 90%+ business with customers by building healthy customer experience with branch
Service both lobby and phone potential banking customers with 40-50 cold call weekly
Balance Automated Teller machines (ATMs) and Cash Recycle Units (CRUs)
Adhere to safe deposit box procedures/operations and guidelines
Collaborated with a team of 15 people to ensure SLAs are met through weekly meetings and Microsoft Teams
Support the timely and accurate completion of business processes and procedures as per audit compliance
Follows all security and audit measures to minimize potential loss
Identify potential customers and turn 80% of prospects into signed customers, generating over $1M in annual revenue and $10M of deposits to business
Advised 25 clients per day on gold, education, and personal loans
Resolved escalated customer issues and boosted retention rates by 85%
Provided accurate and thorough analysis of key process drivers, root, or systemic causes of cross functional operational issues, interpreted findings, and made recommendations

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